Top 635 Client service associate Jobs in Carlsbad, Ca

Registered Client Service Associate
Ameriprise Financial —San Diego, CA
- $32.21 - $44.27 an hour
- Full-time
- Research
- Mid-level
- Office
- Dental insurance
- 401(k)
Registered Client Service Associate
Morgan Stanley —Carlsbad, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate (Carlsbad, CA)
Oppenheimer & Co. Inc. —Carlsbad, CA
- $50,000 - $60,000 a year
- Full-time
- Organizational skills
- 1 year
- Entry level
Quick Apply
Clinical Research Associate, Full Service
IQVIA —Carlsbad, CA
- $47,400 - $169,300 a year
- Full-time
- Microsoft Excel
- Computer literacy
- English
J.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CA
JPMorganChase —Del Mar, CA
- $28.85 - $39.90 an hour
- Full-time
- Office
- Senior level
- Marketing
- Health insurance
- Tuition reimbursement
4d
Wealth Management Client Associate
Bank of America —Rancho Santa Fe, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management-Client Service Associate
Trifecta Wealth Management, LLC —San Diego, CA
- $65,000 - $85,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Senior Associate - Client Accounting Services
EisnerAmper LLP —La Jolla, CA
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
4d
Registered Client Service Associate (Carlsbad, CA)
Raymond James Financial, Inc. —Carlsbad, CA
- $45,000 - $85,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Associate Attorney
Fuller Law Group P.C. —San Diego, CA
- $100,000 - $160,000 a year
- Full-time
- Writing skills
- Mid-level
- Administrative experience
- Health insurance
- Paid time off
Quick Apply
Licensed Clinical Therapist
Headlight —Carlsbad, CA
- $90,000 - $111,080 a year
- Full-time
- LMFT
- Spanish
- Software troubleshooting
- Continuing education credits
- Health insurance
Quick Apply
Associate Therapist
Evolve Treatment Centers —Encinitas, CA
- $32 - $34 an hour
- Full-time
- Inpatient
- Mid-level
- Outpatient experience
Quick Apply
Clinical Therapist Supervisor, 25 hrs/week, 2 yrs supervision, 5 yrs clinical experience
Villa Kali Ma - A Place for Transformation —Rancho Santa Fe, CA
- $60 - $65 an hour
- Part-time
- LMFT
- Licensed Clinical Social Worker
- Mid-level
- Flexible schedule
- Retirement plan
Quick Apply
4d
Water/Wastewater Civil Engineer
Dexter Wilson Engineering, Inc. —Carlsbad, CA
- $75,000 - $125,000 a year
- Full-time
- Civil engineering
- Schematics
- Construction site
- Health insurance
- Dental insurance
Quick Apply
9d
Licensed Professional Clinical Counselor - California
Headlight —California
- $90,000 - $111,080 a year
- Full-time
- Remote
- LMFT
- Spanish
- Software troubleshooting
- Continuing education credits
- Health insurance
Quick Apply
Licensed Clinical Therapist - Remote (California Only)
Headlight —California
- $90,000 - $111,080 a year
- Full-time
- Remote
- LMFT
- Spanish
- Software troubleshooting
- Continuing education credits
- Health insurance
Quick Apply
Clinical Program Supervisor
Olive Crest —San Diego, CA
- $90,000 - $93,000 a year
- Full-time
- LMFT
- Management
- Doctoral degree
- Paid jury duty
- Health savings account
Quick Apply
11d
California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)
Blais & Associates —California
- From $25 an hour
- Part-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- 401(k)
- 401(k) matching
Quick Apply
Estate Planning Legal Assistant/Paralegal
DenHerder & Associates —San Diego, CA
- $60,000 - $75,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
- Free parking
- Health savings account
Quick Apply
1d
Licensed Clinical Social Worker- California
Headlight —California
- $90,000 - $111,080 a year
- Full-time
- Remote
- LMFT
- Spanish
- Software troubleshooting
- Continuing education credits
- Health insurance
Quick Apply

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Registered Client Service Associate

Ameriprise Financial -
San Diego, CA

Apply Now

Job Details

Full-time
$32.21 - $44.27 an hour

Benefits

Dental insurance
401(k)

Qualifications

Financial services customer support
Research
Series 7
Math
Data interpretation
Computer skills
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!

Key Responsibilities

Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Required Qualifications

Bachelors degree or equivalent
3 - 5 years Relevant Experience Required
Series 7 or ability to obtain within 150 days
State securities agent registration (S63 or S66) or ability to obtain within 150 days
State IAR registration (S65 or S66) or ability to obtain within 150 days
Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days
Experience working in a client service environment.
Detail orientated, strong math, and analytical skills. Good organization and time management skills.
Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.
Able to communicate with all levels within the organization. Process oriented and can work with a team.
Strong computer and software skills.

Preferred Qualifications:

State IAR registration (S65 or S66) or ability to obtain within 150 days.
Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
Series 7 or ability to obtain within 150 days.

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Employees in this role work in the office five (5) days per week.

Base Pay Salary

Base Salary Range The estimated hourly rate for this role is $32.21 - $44.27 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

AAG Ameriprise Advisor Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

client service associate jobs in carlsbad, ca

Registered Client Service Associate

Registered Client Service Associate

Client Service Associate (Carlsbad, CA)

Clinical Research Associate, Full Service

J.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CA

Wealth Management Client Associate

Wealth Management-Client Service Associate

Senior Associate - Client Accounting Services

Registered Client Service Associate (Carlsbad, CA)

Associate Attorney

Licensed Clinical Therapist

Associate Therapist

Clinical Therapist Supervisor, 25 hrs/week, 2 yrs supervision, 5 yrs clinical experience

Water/Wastewater Civil Engineer

Licensed Professional Clinical Counselor - California

Licensed Clinical Therapist - Remote (California Only)

Clinical Program Supervisor

California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)

Estate Planning Legal Assistant/Paralegal

Licensed Clinical Social Worker- California

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